| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.02M | Sep 30, 26 | -25.08K | 40.46% |
| LPL Financial LLC | 324.78K | Sep 30, 26 | +25.80K | 12.89% |
| Probity Advisors, Inc. | 204.98K | Sep 30, 26 | +27.27K | 8.13% |
| Accretive Wealth Partners, LLC | 201.73K | Sep 30, 26 | +43.84K | 8.01% |
| UBS Group AG | 149.27K | Sep 30, 26 | +13.12K | 5.92% |
| CHOREO, LLC | 86.72K | Sep 30, 26 | +86.72K | 3.44% |
| Atria Investments, Inc | 77.44K | Sep 30, 26 | +65.52K | 3.07% |
| Atlantic Private Wealth, LLC | 77.14K | Sep 30, 26 | +15.04K | 3.06% |
| Bell Investment Advisors, Inc | 58.92K | Sep 30, 26 | +613 | 2.34% |
| Kestra Advisory Services, LLC | 18.75K | Sep 30, 26 | +18.75K | 0.74% |
| Bank of New York Mellon Corp | 14.97K | Sep 30, 26 | +653 | 0.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.03K | Sep 30, 26 | -27 | 0.56% |
| Single Point Partners, LLC | 13.22K | Sep 30, 26 | -- | 0.52% |
| Private Advisor Group, LLC | 11.15K | Sep 30, 26 | -- | 0.44% |
| HighTower Advisors, LLC | 11.11K | Sep 30, 26 | +706 | 0.44% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.75K | Sep 30, 26 | +9.75K | 0.39% |
| SIGNATUREFD, LLC | 9.40K | Sep 30, 26 | -- | 0.37% |
| Hyposwiss Advisors SA | 8.87K | Sep 30, 26 | -- | 0.35% |
| Krilogy Financial LLC | 8.84K | Sep 30, 26 | +474 | 0.35% |
| CNB Bank | 6.05K | Sep 30, 26 | -- | 0.24% |
| FIFTH THIRD BANCORP | 2.77K | Sep 30, 26 | +1 | 0.11% |
| Concord Wealth Partners | 2.03K | Sep 30, 26 | +2.03K | 0.08% |
| Asset Dedication, LLC | 1.13K | Sep 30, 26 | +1.13K | 0.05% |
| CENTRAL TRUST Co | 800 | Sep 30, 26 | -- | 0.03% |
| J. R. Prunier Capital Management LLC | 400 | Sep 30, 26 | -- | 0.02% |
| High Note Wealth, LLC | 384 | Sep 30, 26 | +384 | 0.02% |
| Key Capital Management, INC | 35 | Sep 30, 26 | +35 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -955 | -- |
| Parcion Private Wealth LLC | -- | Sep 30, 26 | -9.94K | -- |
| MATHER GROUP, LLC. | -- | Sep 30, 26 | -3.44K | -- |
| Physician Wealth Advisors, Inc. | -- | Sep 30, 26 | -4.00K | -- |
| STIFEL FINANCIAL CORP | 1.02M | Jun 30, 26 | +904.17K | 40.63% |
| SUMMITRY LLC | 1.02M | Jun 30, 26 | +20.89K | 40.43% |
| BENJAMIN EDWARDS INC | 968.70K | Jun 30, 26 | +868.60K | 38.44% |
| Atlantic Union Bankshares Corp | 775.44K | Jun 30, 26 | +775.44K | 30.77% |
| MORGAN STANLEY | 200.93K | Jun 30, 26 | -34.75K | 7.97% |
| AMERIPRISE FINANCIAL INC | 158.48K | Jun 30, 26 | -15.78K | 6.29% |
| UBS Group AG | 136.16K | Jun 30, 26 | +1.52K | 5.40% |
| ENVESTNET ASSET MANAGEMENT INC | 118.52K | Jun 30, 26 | +26.43K | 4.70% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108.78K | Jun 30, 26 | +18.45K | 4.32% |
| Mariner, LLC | 72.52K | Jun 30, 26 | +72.52K | 2.88% |
| L2 Asset Management, LLC | 53.43K | Jun 30, 26 | +1.18K | 2.12% |
| CITADEL ADVISORS LLC | 48.27K | Jun 30, 26 | +19.63K | 1.92% |
| RAYMOND JAMES FINANCIAL INC | 42.29K | Jun 30, 26 | -1.02K | 1.68% |
| Cetera Investment Advisers | 36.41K | Jun 30, 26 | +1.31K | 1.45% |
| ROYAL BANK OF CANADA | 35.32K | Jun 30, 26 | +30.23K | 1.40% |
| MERCER GLOBAL ADVISORS INC /ADV | 34.68K | Jun 30, 26 | +34.68K | 1.38% |
| BANK OF AMERICA CORP /DE/ | 25.80K | Jun 30, 26 | +17.46K | 1.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.91K | Jun 30, 26 | +9.07K | 0.87% |
| Snowden Capital Advisors LLC | 17.91K | Jun 30, 26 | -- | 0.71% |
| Reliant Wealth Planning | 13.82K | Jun 30, 26 | -1.59K | 0.55% |
| Vestmark Advisory Solutions, Inc. | 9.20K | Jun 30, 26 | +9.20K | 0.37% |
| Focus Partners Wealth | 8.57K | Jun 30, 26 | -4.12K | 0.34% |
| Integrated Wealth Concepts LLC | 4.63K | Jun 30, 26 | +4.63K | 0.18% |
| FIDUCIARY FINANCIAL ADVISORS | 3.35K | Jun 30, 26 | +3.35K | 0.13% |
| OSAIC HOLDINGS, INC. | 1.00K | Jun 30, 26 | +1.00K | 0.04% |
| AE Wealth Management LLC | 887 | Jun 30, 26 | -- | 0.04% |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -39.18K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -17.80K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.48K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -29 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -14.81K | -- |
| CWM, LLC | 16.10K | Mar 31, 26 | -- | 0.64% |
| COMERICA BANK | 2.75K | Dec 31, 25 | -1.61K | 0.11% |
